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Clearstead Advisors’s Omega Flex OFLX Stock Holding History

Clearstead Advisors’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409 Buy
+13
New +$404 ﹤0.01% 2982
2026
Q1 		– Sell
-3
Closed -$89 – 2671
2025
Q4 		$89 Sell
3
-18
-86% -$514 ﹤0.01% 2533
2025
Q3 		$655 Buy
21
+13
+163% +$441 ﹤0.01% 2697
2025
Q2 		$260 Buy
+8
New +$257 ﹤0.01% 2551

Other funds holding OFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Clearstead Advisors's OFLX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Omega Flex (OFLX) in Q2 2026: 13 shares worth $409. The stake represents ﹤0.01% of the portfolio and ranks #2982 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OFLX as recently as Q4 2025.

Clearstead Advisors first reported a position in OFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $655 in Q3 2025. 38 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Clearstead Advisors held 13 shares of Omega Flex worth $409 as of Q2 2026.
  • Omega Flex was a new Clearstead Advisors position in Q2 2026.
  • Omega Flex made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2982 holding.
  • Clearstead Advisors first reported a position in Omega Flex in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Omega Flex position peaked at $655 in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.